How do I transfer info from Morgan Stanley 1099R and 1099 to my 2016 tax return?
01999
1 Replies
TravisC
New Member
Jun 4, 2019 9:46:47 PM
You can import your tax forms directly from Morgan Stanley. When in the section about your 1099-R, simply select Morgan Stanley as your provider and then follow the prompts to import your tax documents.